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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,024 | $113,941-21.0% | $94,228-4.5% | $125,388-28.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.46% | 5.29%-5.7pp | 10.68%-11.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $2,900 | $4,727-38.6% | $3,587-19.1% | $4,866-40.4% |
| Participant deferral / active EE | $10,975 | $5,179+111.9% | $4,320+154.0% | $5,352+105.1% |
| Admin fee / account holder | $628 | $8,392-92.5% | $6,269-90.0% | $9,541-93.4% |